| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 153 | 1,128,794 | IEFA, VONV, VONG, IUSB | 13F-HR | 10/16/2026 | 000208585326001206 |
| Q2 2026 | 151 | 1,116,964 | IEFA, VONV, VONG, IUSB | 13F-HR | 8/7/2026 | 000208585326000955 |
| Q1 2026 | 145 | 1,016,886 | IEFA, VONV, VONG, IUSB | 13F-HR | 4/29/2026 | 000208585326000526 |
| Q4 2025 | 150 | 1,023,005 | IEFA, VONV, VONG, IUSB | 13F-HR | 1/29/2026 | 000208585326000138 |
| Q3 2025 | 153 | 1,002,110 | IEFA, VONV, VONG, AVLV | 13F-HR | 11/10/2025 | 000208585325000243 |
| Q2 2025 | 152 | 935,950 | IEFA, VONV, VONG, AVLV | 13F-HR | 7/22/2025 | 000166773125000920 |
| Q1 2025 | 147 | 864,491 | IEFA, VONV, VONG, MUB | 13F-HR | 4/28/2025 | 000166773125000541 |
| Q4 2024 | 156 | 854,676 | IEFA, VONV, VONG, MUB | 13F-HR | 2/6/2025 | 000166773125000212 |
| Q3 2024 | 148 | 855,552 | IEFA, VONV, VONG, SPDW | 13F-HR | 10/31/2024 | 000176007624000005 |
| Q2 2024 | 146 | 827,775 | IEFA, VONV, VONG, SPDW | 13F-HR | 8/14/2024 | 000176007624000004 |
| Q1 2024 | 149 | 855,001 | IEFA, VONV, VONG, SPDW | 13F-HR | 4/30/2024 | 000176007624000003 |
| Q4 2023 | 143 | 809,044 | IEFA, VONV, VONG, SPDW | 13F-HR | 1/12/2024 | 000176007624000002 |
| Q3 2023 | 142 | 776,151 | IEFA, VONV, VONG, SPDW | 13F-HR | 10/13/2023 | 000176007623000005 |
| Q2 2023 | 144 | 801,368 | IEFA, VONV, VONG, JMST | 13F-HR | 8/7/2023 | 000176007623000003 |
| Q1 2023 | 134 | 698,435 | IEFA, VONV, SPDW, JMST | 13F-HR | 4/20/2023 | 000176007623000002 |
| Q4 2022 | 128 | 1,507,570 | SCHF, IEFA, GNR, IDEV | 13F-HR | 1/20/2023 | 000176007623000001 |
| Q3 2022 | 132 | 2,083,998 | SCHF, IEFA, GNR, IDEV | 13F-HR | 10/27/2022 | 000176007622000004 |
| Q2 2022 | 123 | 1,389,781 | SCHF, IEFA, GNR, IDEV | 13F-HR | 7/19/2022 | 000176007622000003 |
| Q1 2022 | 133 | 1,598,980 | SCHF, IEFA, GNR, IDEV | 13F-HR | 4/19/2022 | 000176007622000002 |
| Q4 2021 | 137 | 625,937 | IEFA, VONV, VONG, SPDW | 13F-HR | 2/14/2022 | 000176007622000001 |
| Q3 2021 | 141 | 592,381 | IEFA, VONV, SPDW, VONG | 13F-HR | 11/15/2021 | 000176007621000005 |
| Q2 2021 | 139 | 594,966 | IEFA, VONV, SPDW, VONG | 13F-HR | 8/5/2021 | 000176007621000004 |
| Q1 2021 | 130 | 546,153 | IEFA, SPDW, SPEM, VUG | 13F-HR | 4/30/2021 | 000176007621000003 |
| Q4 2020 | 99 | 442,784 | SPDW, VEA, VUG, SPEM | 13F-HR | 2/8/2021 | 000176007621000002 |
| Q3 2020 | 100 | 394,109 | SPDW, VUG, VEA, SPEM | 13F-HR | 10/13/2020 | 000176007620000007 |
| Q2 2020 | 90 | 358,297 | SPDW, VEA, VUG, SPEM | 13F-HR | 8/11/2020 | 000176007620000006 |
| Q1 2020 | 79 | 267,787 | VEA, SCHF, SPDW, VUG | 13F-HR | 4/15/2020 | 000176007620000005 |
| Q4 2019 | 73 | 277,833 | VEA, SCHF, VYM, SCHV | 13F-HR | 3/6/2020 | 000176007620000003 |
| Q3 2019 | 80 | 256,051 | SCHF, VEA, VYM, SCHV | 13F-HR | 3/6/2020 | 000176007620000002 |
| Q2 2019 | 56 | 197,789 | SCHF, VEA, VYM, SCHV | 13F-HR | 10/23/2019 | 000176007619000004 |
| Q1 2019 | 53 | 183,943 | SCHF, VEA, VYM, SCHV | 13F-HR | 3/6/2020 | 000176007620000001 |
| Q4 2018 | 55 | 117,377 | SCHF, VEA, VYM, SCHV | 13F-HR | 3/18/2020 | 000176007620000004 |